Financial Planning Expert

2 weeks ago

Mumbai, Maharashtra, India Finnovate Full time

**About Finnovate**

Finnovate is a holistic financial planning and wealth advisory platform dedicated to transforming the way Indians receive personal finance advice. Our team is committed to providing comprehensive financial solutions tailored to our clients' unique needs.

**Job Overview**

We are seeking an experienced Financial Planning Expert to join our team as an Advisory Consultant Leader. In this role, you will play a key part in building strong relationships with clients, understanding their goals, and offering personalized financial solutions.

**Key Responsibilities:**

  • Guide individuals in making informed financial decisions for long-term financial well-being.
  • Analyze financial data, track progress, and optimize financial plans for better results.
  • Represent Finnovate at conferences, meetings, and industry events to promote financial education.

**Requirements & Qualifications:**

  • Bachelors degree in finance, economics, or a related field (MBA-Finance preferred).
  • A CFP certification would be a definite advantage, alternatively should have a NISM XA XB qualification or working towards the same.
  • Minimum of 7 years of experience in financial advisory or related fields of which atleast 3 years should be in a leadership position.

**Why Choose Finnovate**

Finnovate offers a dynamic work environment that fosters growth, innovation, and collaboration. As a member of our team, you will have the opportunity to make a meaningful impact on the lives of our clients while advancing your career in the financial services industry.

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